Zachariah David Kline
Investment adviser representative at Capstone Wealth Management Corp.
12 yearsExperience
1 stateRegistered in
$109.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Capstone Wealth Management Corp.Jun 2026 to now
- Mount Sinai Health SystemSep 2025 to now
- Advocate Aurora HealthApr 2023 to Sep 2025
- Technology Resource AdvisorsApr 2021 to Aug 2021
- Us. ArmySep 2018 to Sep 2024
- Wisconsin Lutheran CollegeSep 2018 to May 2023
- UnemployedMay 2018 to Sep 2018
- Baraboo High SchoolSep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capstone Wealth Management Corp.
$109.4MAssets managed
288Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8302073
- Firm CRD
- 165359